Chris Simmons

Chris Simmons

Director of Operations

Biography

I was raised on a small farm in Chester County, PA, where I developed a strong work ethic and an appreciation for the outdoors. I hold a Bachelor’s degree in Education from West Chester University and initially spent four years as a teacher before transitioning to a career in Financial Services.

I subsequently earned an MBA from Penn State University, complemented by Graduate Certificates in Entrepreneurship and Quantitative Business Essentials. With nearly 20 years of experience in the Financial Services industry, I have held various roles including Annuity and Insurance Specialist, Financial Analyst, and leadership positions in Logistics, New Accounts, Workforce Management, and Central Supervision.  I leverage this extensive knowledge to oversee operations and continuously seek opportunities to enhance efficiencies in processes and workflows.

I am licensed with Series 7, Series 66, and Series 24, underscoring my commitment to professional excellence and expertise in the field.

Outside of my professional endeavors, I enjoy spending quality time with my wife and two daughters, as well as our two rescue dogs. My hobbies include hiking, fishing, and hunting, and I am gradually improving my skills in golf and playing pool. Additionally, I take pleasure in woodworking and DIY home improvement projects. My preferred travel destinations include the Pocono Mountains and various East Coast beaches.

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